Turiya Advisors Asia Ltd
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 12, 2025), Turiya Advisors Asia Ltd reported 2 stock positions worth $72.6 million. Its top holding was Ke Holdings Inc.-ADR (BEKE) at 73.3% of the portfolio, followed by United States Steel (X, 26.7%). Compared with Q3 2024, it opened 1 new position, sold out of 1 and reduced 1. The biggest buy was a new position in United States Steel (X) and the biggest sale an exit from Alphabet Class A (GOOGL).
- Most Recent 13F
- Q2 2026
- Location
- HONG KONG, K3
- CIK
- 0001554179
- Portfolio Value
- $72.6M (Q4 2024)
- SEC Filing
- 0001554179-25-000003 ↗ filed Feb 12, 2025
Holdings Value
Holdings 2 stocks · $72.6M
Portfolio Sells Q3 2024 → Q4 2024
Portfolio Buys Q3 2024 → Q4 2024
| X United States Steel Corp. | New | 26.69% | +26.69 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 3 | $439.6M | NOK, TSEM, GEO |
| Q1 2026 | 5 | $496.2M | NOK, TSEM, GEO, P, CLF |
| Q4 2025 | 5 | $652.9M | GOOGL, TSEM, CLF, GEO, P |
| Q3 2025 | 4 | $377.8M | GOOGL, GEO, LNWO, CXW |
| Q2 2025 | 4 | $241.4M | GOOGL, LNWO, P, CLF |
| Q1 2025 | 1 | $65.2M | GOOGL |
| Q4 2024 | 2 | $72.6M | BEKE, X |
| Q3 2024 | 2 | $152.7M | GOOGL, BEKE |
| Q2 2024 | 3 | $230.6M | GOOGL, BEKE, P |
| Q1 2024 | 5 | $355.8M | AMD, AGCO, P, PBR, BEKE |